Month: September 2017

Business Owners Creating Liquidity For Retirement

Successful business owners often struggle with how to exit their businesses and create enough liquidity to support their retirement. If you are a business owner, there is a good chance that your business is your most valuable asset. However, research shows that over 70 % of business owners do not have a formalized exit strategy.1 While the details of exit planning and getting your business in the best shape to maximize its’ value and transition from your ownership and control are beyond the scope of this post, there are a variety of ways that you can create liquidity to support your retirement.

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Weathering The Storms, Financially Speaking

With stories of the many victims of Hurricane Harvey and Hurricane Irma dominating the news, we are reminded of the devastation natural disasters can bring. The loss of life and enormous economic loss are staggering. While we are largely powerless when faced with storms of this magnitude, there are still steps we can take to prepare for the unexpected. While most disaster preparedness focuses on physical survival, there are critical measures we should take to minimize the financial havoc a natural disaster could otherwise bring.

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Medicare and Your Employer Health Plan

If you plan to continue working after you reach age 65, you may be wondering how Medicare coordinates with your employer’s group health plan. When you’re eligible for both types of coverage, you’ll need to consider the benefits and costs, and navigate an array of rules.

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Fact vs. Fiction

Fiction: By letting my adult kids live with me, I’m helping them become financially independent.

Fact: There’s a fine line between providing temporary support to grown children and enabling bad habits. In offering free or cheap housing, are you setting the expectation that you’ll continue to fund a lifestyle that your children may not be able to afford on their own? To foster financial independence, consider some compromises: Charge rent or ask them to cover at least one expense (such as groceries for the household) on a consistent basis. Set boundaries and keep track of how your children spend their money–you want to help relieve the stress from crushing student loan debt, but you don’t need to finance their vacations or spa visits.

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Hear How Atlanta Financial Makes Life’s Journey Richer

Atlanta Financial TV is home to a variety of videos that allow clients and associates to obtain knowledge, insight and experience. Tune in to learn more about our approach to comprehensive wealth management.to comprehensive wealth management.

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